Implementation & Data Conversion

Frequently Asked Questions about the Implementation Process
How long will it take to convert my data? The amount of time it takes to convert your data depends on the volume, complexity, and cleanliness of data provi...
Thu, Sep 12, 2024 at 10:26 AM
Tips for Data Conversion
When preparing your data for conversion to DonorView, consider the following tips to ensure your data is clean and consistent prior to the import into the s...
Fri, Nov 24, 2023 at 8:33 AM
Glossary of Terms Used in DonorView
Acknowledgement – An acknowledgement is a document sent to thank the constituent for the transaction, whether it is a donation, pledge, event purchase, memb...
Thu, Aug 15, 2024 at 9:40 AM
Constituents Grid Data Fields
The list below shows the vertical representation of all the standard fields that are on the Constituents Grid. On the actual Constituents Grid, the field...
Fri, Nov 24, 2023 at 8:49 PM
Gifts Grid Data Fields
Below is a vertical representation of the data fields included in the Gifts Grid. The import template will have those fields that can be imported listed hor...
Fri, Nov 24, 2023 at 8:42 PM
Verification of DNS Settings
The purpose of this document is to outline the steps needed to update your domain’s Domain Name System (DNS) settings. These updates are done to verify your...
Fri, Feb 2, 2024 at 12:30 PM
DNS Domain DMARC Record Setup
NOTE: Google and Yahoo announced requirements that bulk senders must have DMARC in place beginning February 2024. Understanding Gmail and Yahoo DMARC Req...
Fri, Feb 2, 2024 at 12:32 PM